Connect PayHere and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
Payment Received
Subscription Cancelled
Choose an Action
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Ready to use PayHere and Insightly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Payment Received
Triggers when a payment is received.
Subscription Cancelled
Triggers when a user has cancelled their subscription, or Stripe has marked it as cancelled due to payment failures.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
Do thisActions
Action is the task that follows automatically within your PayHere integrations.
Create a Plan
Creates a new payment plan
Update Current Company
Update the company information for currently authenticated user.
Issue a refund
Issue a refund a customer the amount specified, can be a partial refund.
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
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Frequently Asked Questions
To start, connect both your PayHere and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in PayHere triggers actions in Insightly (or vice versa).
Absolutely. You can customize how PayHere data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between PayHere and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between PayHere and Insightly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About PayHere
PayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn More
